Cathie Wood: Token Inference Up 25x, Agents to Drive Next Compute Explosion
brucemacv · x · 2026-08-30
A post curating three insights on "Intelligence Super Nodes":
- Elon Musk: Winners aren't firms merely buying GPUs, but those controlling the scarce connective stack that makes intelligence usable at scale.
- NVIDIA: Highlights Texas A&M’s VISION DGX SuperPOD, a shared academic compute node serving seven institutions.
- Cathie Wood: Argues token inference has jumped 25x in a year and is multiplying exponentially. She believes agentic systems—not chat—will drive the next explosion in compute and economic networks, potentially pushing real GDP growth toward double digits.
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